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Taking a FINRA exam like the SIE Exam or Series 7? Achievable’s expert FINRA author Brandon Rith talks studying strategy, game-day approach, and application advice for that job or university you’re applying to afterwards. Brandon Rith has 16 years of experience as a licensing facilitator and director at Fidelity Investments. He is an 8X Fidelity Excellent In Action Award Winner for Licensing Facilitation. Achievable is a modern test prep platform for the GRE, FINRA exams, USMLE Step 1, AMC exams, and more. Visit us at https://achievable.me . Icons made by mynamepong from https://www.flaticon.com/
Episodes
6 days ago
6 days ago
In this podcast, Brandon goes over how buy limit orders work and how investors use them in the secondary market. He then goes over a practice question for the buy limit orders that resembles buy limit order questions on FINRA and NASAA exams.
Achievable has courses with industry best pass rates for the FINRA SIE, Series 6, 7, 63, 65, and 66. Try our courses for free at https://achievable.me.
Wednesday Mar 06, 2024
Understanding market orders (FINRA SIE, Series 7, Series 65, Series 66)
Wednesday Mar 06, 2024
Wednesday Mar 06, 2024
We walk you through understanding market orders and how to utilize them in the secondary market. Then, we go over an Achievable practice question on the topic so you're prepared for your exam.
Achievable has courses with industry best pass rates for the FINRA SIE, Series 6, 7, 63, 65, and 66. Try our courses for free at https://achievable.me.
Wednesday Feb 28, 2024
How to calculate bid and ask spreads - market makers (SIE, Series 6, 7, 65, 66 exams)
Wednesday Feb 28, 2024
Wednesday Feb 28, 2024
In this podcast, Brandon shares how to calculate bid & ask spreads, which are generally published by market makers and securities dealers. Then, he goes over an Achievable practice question together with you to ensure you understand the concepts you've learned.
Achievable has courses with industry best pass rates for the FINRA SIE, Series 6, 7, 63, 65, and 66. Try our courses for free at https://achievable.me.
Wednesday Feb 21, 2024
Dividend dates - FINRA SIE & FINRA Series 7
Wednesday Feb 21, 2024
Wednesday Feb 21, 2024
We discuss cash dividends paid on common stock investments and related dates. Additionally, we analyze a practice question that could be similar to an actual test question on this topic.
Achievable has courses with industry best pass rates for the FINRA SIE, Series 6, 7, 63, 65, and 66. Try our courses for free at https://achievable.me.
Wednesday Feb 14, 2024
Calculating the intrinsic value of Put options - FINRA SIE, Series 6, 7, 63, 65, 66
Wednesday Feb 14, 2024
Wednesday Feb 14, 2024
What's the value of your put options? In this episode, we explain the concept of intrinsic value as it applies to options, and then show examples of how to calculate it for put options specifically. Then, we walk you through a practice question from Achievable's FINRA courses that may be similar to an actual FINRA test question on this topic.
Achievable has courses with industry best pass rates for the FINRA SIE, Series 6, 7, 63, 65, and 66. Try our courses for free at https://achievable.me.
Wednesday Feb 07, 2024
How to calculate the intrinsic value of Call options - FINRA SIE, Series 7
Wednesday Feb 07, 2024
Wednesday Feb 07, 2024
What's the value of your call options? In this episode, we explain the concept of intrinsic value as it applies to options, and then show examples of how to calculate it. Then, we walk you through a practice question from Achievable's FINRA courses that may be similar to an actual FINRA test question on this topic.
Achievable has courses with industry best pass rates for the FINRA SIE, Series 6, 7, 63, 65, and 66. Try our courses for free at https://achievable.me.
Wednesday Jan 31, 2024
How to calculate total return - updated for 2023 (FINRA SIE, Series 6, 7, 65, 66)
Wednesday Jan 31, 2024
Wednesday Jan 31, 2024
You'll need to calculate the total return of an investment strategy in order to pass the FINRA SIE and other exams, and in your work as an investment professional. In this podcast, updated for 2023, we show you how to calculate total return, what things you need to watch out for, and then guide you through a total return problem in Achievable's FINRA test programs.
Achievable has courses with industry best pass rates for the FINRA SIE, Series 6, 7, 63, 65, and 66. Try our courses for free at https://achievable.me.
Wednesday Jan 24, 2024
Real world example of Form ADV Part 2B (Series 63, 65, 66)
Wednesday Jan 24, 2024
Wednesday Jan 24, 2024
Form ADV Part 2B is a key form that investment advisers use to make disclosures to government agencies. It can be hard to fully appreciate Form ADV Part 2B without context, so in this podcast, we walk you through a real world example of Form ADV Part 2B. This should help you in preparing for the Series 63, 65, and 66 exams.
Achievable has courses with industry best pass rates for the FINRA SIE, Series 6, 7, 63, 65, and 66. Try our courses for free at https://achievable.me.
Wednesday Jan 17, 2024
Form ADV Part 2B Overview (tested on the Series 63, 65, 66)
Wednesday Jan 17, 2024
Wednesday Jan 17, 2024
Form ADV Part 2B is an important form that investment advisers use to make disclosures. The use of this form is tested on the NASAA Series 63, 65, and 66 exams. In this podcast, we go over the form's contents, how it is used, and walk through a practice question that you might see on the exam.
Achievable has courses with industry best pass rates for the FINRA SIE, Series 6, 7, 63, 65, and 66. Try our courses for free at https://achievable.me.
Wednesday Jan 10, 2024
Real world example of Form ADV Part 2A
Wednesday Jan 10, 2024
Wednesday Jan 10, 2024
The investment adviser disclosure Form ADV Part 2A is one of the key things IA compliance needs to manage and is tested on the NASAA Series 63, 65, and 66 exams. In this podcast, we walk through a real world example to help you understand the form and how it can show up on the exams.
Achievable has courses with industry best pass rates for the FINRA SIE, Series 6, 7, 63, 65, and 66. Try our courses for free at https://achievable.me.